Certified Financial Planner, Personal Financial Specialist

2008 Tax Law Changes

SECTION 179 maximum deduction increases to $250,000. Phase-out threshold increases to $800,000.
STANDARD MILEAGE RATE for business driving increases to 50.5¢ a mile. Rate for medical and moving mileage decreases to 19¢ a mile. Rate for charitable driving remains at 14¢ a mile.
ESTATE TAX top rate remains at 45%, and the exemption amount remains at $2 million. The ANNUAL GIFT TAX EXCLUSION remains at $12,000.

Jeffrey A. Jackson, CPA/PFS, CFP – Director

Jeff joined the firm in 1980 and became a director in 1989. He is one of the firm's tax directors and has developed an exceptional expertise with healthcare professionals. He has extensive experience with qualified pension and profit sharing plans and is also a Certified Financial Planner and a Personal Financial Specialist.

Jeff works closely with the firm's retirement plan administration professionals. He also provides tax, financial, estate and retirement planning services to clients, including: physicians, dentists, attorneys and closely held businesses of all sizes. He also services a variety of closely held and public clients with multi–state tax issues.

Jeff is past president of the Board of Directors of Forest Hills Country Club and Reid Hospital and Health Care Services Foundation. He is also a member of The American Institute of CPAs and the Indiana CPA Society. Jeff's tax articles can be read in the local newspaper.

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